Signing

Signing via WhatsApp

How the WhatsApp signing flow works, for both senders and signers.

3 min read

Signing via WhatsApp

DottSign integrates with the WhatsApp Business API, letting you deliver signing invitations directly to a signer's WhatsApp, no email inbox hunting required.

WhatsApp delivery is especially effective for:

  • Signers who are less likely to check email promptly
  • Mobile-first users in Brazil and Latin America, where WhatsApp is the primary communication channel
  • Time-sensitive contracts where open rates matter

For Senders: How to Enable WhatsApp Delivery

When adding a signer to your contract:

  1. Click Add Signer and fill in their name and email.
  2. Toggle Also send via WhatsApp.
  3. Enter their phone number in international format, for example, +55 11 98765-4321.
  4. Continue setting up the contract as normal.

When you click Send, DottSign will:

  • Send the standard invitation email
  • Send a WhatsApp message to the phone number you entered

Both the email and the WhatsApp message contain the same unique signing link.

WhatsApp delivery requires the WhatsApp add-on on your plan. You can enable it in Settings → Integrations. View plans →


What the Signer Receives on WhatsApp

The signer receives a message from the DottSign Business number that looks like:

📄 You have a contract to sign. [Contract Name] sent by [Your Name].

Tap the link below to review and sign: [Secure signing link]

This link expires on [date].

The link opens DottSign's signing flow in the signer's mobile browser, no app download required.


For Signers: Signing from WhatsApp

  1. Tap the link in the WhatsApp message.
  2. Your phone's browser opens the DottSign signing page.
  3. You'll receive a 6-digit OTP, check WhatsApp (or your email) for the code.
  4. Enter the OTP to verify your identity.
  5. Read the document and sign using your finger, the touch-based signature canvas works just like drawing with a pen.
  6. Tap Finish Signing.

That's it. The entire flow takes about 2 minutes on a phone.


WhatsApp Reminders

You can send a manual reminder at any time from the contract detail page:

  1. Find the signer who hasn't signed
  2. Click the Send WhatsApp button next to their name

This sends a fresh signing link directly to their WhatsApp.


Troubleshooting WhatsApp Delivery

The signer says they didn't receive the WhatsApp message

  • Confirm the phone number you entered is correct and in international format (starts with + and country code)
  • The number must have WhatsApp installed and active
  • Some numbers may be blocked from receiving messages from business accounts, in that case, use the email link
  • Check the delivery status on the contract detail page, it will show Delivered, Failed, or Pending

"WhatsApp not available" error when adding a signer

WhatsApp delivery may not be activated on your account. Go to Settings → Integrations and check the WhatsApp status, or contact support@dottsign.com to enable it.

The signing link in WhatsApp is expired

Check the contract's expiry date in your dashboard. You can extend it from the contract detail page → Edit expiry date.


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